MFAM

M Financial Asset Management Portfolio holdings

AUM $20.6M
1-Year Est. Return 4.99%
This Quarter Est. Return
1 Year Est. Return
+4.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.79M 61.13%
+142,352
2
$1.91M 14.97%
+19,285
3
$1.64M 12.86%
+11,989
4
$553K 4.34%
+7,768
5
$478K 3.75%
+13,474
6
$305K 2.39%
+4,945
7
$70K 0.55%
+1,340